Client stories / ONVI III

ONVI III

A Series A that needed one organized platform investors could trust.

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Technology, Series A

Raise details

Round: Series A
Regulation: Reg D

Engagement

Engaged: May 2025
Industry: Technology

Deal Box is not a broker-dealer. We earn from issuers, never from investors.

The company

Craig Kohler, CEO

Craig Kohler had a strong company with a real story. Telling it to investors in the form a Series A requires, across data room reviews, investor meetings, and the compliance checkpoints of a serious raise, is its own discipline. ONVI came to Deal Box for the full package: not only materials, but the organized, credible platform that holds a raise together.

An old university library reading room at dusk, green lamps lit, one student reading at a far table.

The challenge

A Series A is a different level of scrutiny than a Seed round. Investors do real diligence. They want the model built properly, the data room organized to answer questions before they are asked, the disclosure document clean and sound, and all of it in one place, consistently presented from first meeting to signature.

ONVI had the company. It needed the platform that would make the company's quality visible to investors who had not yet met the team.

What Deal Box built

The full phase one and phase two scope. The data room was built with encryption, dynamic watermarking, granular access controls, and click trails, so the team could see which investors were reading which materials. The five-year model was built iteratively with Craig's team from the company's operating data.

The investor deck, investment brief, and Private Placement Memorandum gave investors one consistent picture of ONVI. The subscription book completed the set.

Phase two took the package to market: a company-branded offering page, a press release to industry media, an announcement to the Deal Box investor list at the issuer's direction, and the compliance stack: the verification step, cap table setup and management, and the investor workflow from first touch to close.

Came in with

A strong company heading into Series A diligence with no single place to hold it.

Left with

One data room, one model and one story, told the same way at every meeting.

Diligence data room

encryption, dynamic watermarking, click trails, granular access controls

ONVI III

5-year pro forma financial model, built iteratively with the C-suite

ONVI III

Investor deck

ONVI III

Investment brief

ONVI III

Deliverables

Diligence data room (encryption, dynamic watermarking, click trails, granular access controls)
5-year pro forma financial model, built iteratively with the C-suite
Structure and valuation analysis
Investor deck
Investment brief
Private Placement Memorandum
Subscription book
Company-branded offering page
Press release to industry media
Announcement to the Deal Box investor list, at the issuer's direction
Investor onboarding and workflow management
Cap table setup and management
SEC Form D filing assistance

The outcome

Every investor conversation ONVI had after the package was built started from the same organized foundation. One platform, one data room, one story, told the same way at every touchpoint.

That is what the quote describes. The word platform is precise. Deal Box does not only produce documents. It builds the organized infrastructure that makes a company's opportunity credible to investors who are evaluating dozens of deals.

“Deal Box's Investment Packaging brought structure and clarity to ONVI's raise, helping us communicate our value to investors with one organized, credible platform.”

Craig KohlerCEO, ONVI III